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Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX) Fund Ranking and Research

Ranking, Research and Recommendation of Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) ManagerFund Manager - Lewis R. Piantedosi

Fund Manager Information

Fund Manager Tenure: 6.9 years
Fund Family: Eaton Vance
Fund Category: Allocation--85%+ Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)

 

Graph of Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) ProfileEaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) Profile

Fund Profile and Description

Eaton Vance Tx-Mgd Eq Asset Allc A Fund seeks long-term capital appreciation on an after-tax basis. Eaton Vance Tx-Mgd Eq Asset Allc A Fund normally invests in a combination of tax-managed equity portfolios managed by Eaton Vance or its affiliates. It generally invests at least 65% of assets in other Eaton Vance tax-managed portfolios. It may invest up to 25% of assets in portfolios that primarily invest in small, emerging, or foreign companies. Eaton Vance Tx-Mgd Eq Asset Allc A Fund normally invests in at least three different Eaton Vance tax-managed portfolios.

 

Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX) Fund Strength What we like about Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX) Fund

Data for Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) as of May 30, 2016

  • Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) management has been with Eaton Vance Tx-Mgd Eq Asset Allc A Fund for 6.9 years
  • Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) has good short-term performance (1-year return -1.32% vs -4.55% Allocation--85%+ Equity category median performance)
  • Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) has good mid-term performance (3-year return 8.19% vs 6.15% Allocation--85%+ Equity category median performance)
  • Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) has good Long-term performance (5-year return 8.10% vs 6.53% Allocation--85%+ Equity category median performance)
  • Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) ratio of up-years vs down years is greater than 2
  • Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) has a Morningstar rating of 4 and above
  • Asset base in Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) has an annual stock turnover rate of 24.00% vs Allocation--85%+ Equity average of 50.41%. It is good that Eaton Vance Tx-Mgd Eq Asset Allc A management does not trade extensively for its return.
  • Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.76, lower than category average of 11.08

Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) Weakness What we are cautious about Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX) Fund

Data for Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) as of May 30, 2016

  • Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) has a higher expense ratio of 1.33% than its Allocation--85%+ Equity average of 0.80%
  • Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) carries a 5.75% load
See Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX)Compare with other top Allocation--85%+ Equity category mutual funds

Aadditional top Allocation--85%+ Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Eaton Vance Tx-Mgd Eq Asset Allc A1.53-1.328.198.10
ICON Equity Income S (IOEZX)7.95-0.887.908.49Compare
MFS Aggressive Growth Allocation I (MIAGX)3.83-1.237.107.28Compare
JPMorgan Investor Growth A (ONGAX)1.48-3.827.307.81Compare

See top fund managers for Allocation--85%+ Equity Category Funds

 

Compare Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX)Compare with Allocation--85%+ Equity category ETFs

Some Allocation--85%+ Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Multi-Asset Income ETF (CVY)000

 

Graph of Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) Net Asset TrackingEaton Vance Tx-Mgd Eq Asset Allc A (EAEAX) Fund Net Asset

Track net asset change of Eaton Vance Tx-Mgd Eq Asset Allc A fund (EAEAX)

DateNet Asset
05/2016$424.65M
03/2016$419.43M
02/2016$399.26M
More historic net asset information on Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX)

  

Graph of Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) Portfolio TrackingEaton Vance Tx-Mgd Eq Asset Allc A (EAEAX) Fund Portfolio Allocation

Track portfolio allocation change of Eaton Vance Tx-Mgd Eq Asset Allc A fund (EAEAX)

DateCashStockBondOther
04/20161.1%89.41%2.62%0.7%
01/20161.04%89.1%2.56%0.75%
12/20151.19%89.4%2.48%0.73%
Click here to see more historic asset allocation information on Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX)

 

graph of Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) Top 10 Position TrackingTop 10 Holdings in Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX) Fund

Discover what Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX) manager is buying

Apr 29, 2016
iShares US Preferred Stock [3.16%]
General Electric Company Common [1.94%]
Apple Inc. [1.82%]
Exxon Mobil Corporation Common [1.61%]
JP Morgan Chase & Co. Common St [1.5%]
Wells Fargo & Company Common St [1.38%]
Alphabet Inc. [1.37%]
Facebook, Inc. [1.32%]
Johnson & Johnson Common Stock [1.28%]
Alphabet Inc. [1.28%]

Jan 30, 2016
iShares US Preferred Stock [3.21%]
General Electric Company Common [1.84%]
Apple Inc. [1.74%]
JP Morgan Chase & Co. Common St [1.56%]
Exxon Mobil Corporation Common [1.56%]
Wells Fargo & Company Common St [1.55%]
Alphabet Inc. [1.36%]
Alphabet Inc. [1.33%]
Facebook, Inc. [1.29%]
Johnson & Johnson Common Stock [1.29%]

Dec 30, 2015
iShares US Preferred Stock [3.06%]
General Electric Company Common [1.86%]
Apple Inc. [1.78%]
JP Morgan Chase & Co. Common St [1.64%]
Wells Fargo & Company Common St [1.58%]
Exxon Mobil Corporation Common [1.48%]
Alphabet Inc. [1.31%]
Alphabet Inc. [1.28%]
Intel Corporation [1.26%]
Amazon.com, Inc. [1.21%]
Click here for Stock Holding Change Map in Eaton Vance Tx-Mgd Eq Asset Allc A Fund (EAEAX)

  

Latest News on Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX) Fund

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